We provide complete Financial Planning solutions for our clients. There are an infinite number of situations and variations that can occur and as such we treat every single client as a completely individual case.
Some of the things that we look at when putting our advice together include:
- Debt Reduction Strategies
- Growing and Managing your Wealth
- Investments
- Gearing
- Self-Managed Super Funds (SMSF)
- Superannuation
- Pre-retirement Planning
- Retirement Planning
- Insurance
- Mortgage Broking
- Accounting
- Estate Planning
The Process
What to expect
Many people ask us what actually happens in the financial planning process and as such we thought we’d include the steps that we take our clients through from initial discussions through to the implementation of advice and review.
- Pre Appointment
- 1st Meeting
- 2nd Meeting
- Presentation of Advice
- Implementation
- Review
Pre Appointment
When you meet with a Financial Advisor for the first time it is important that both parties are appropriately prepared to ensure that everyone makes the best use of their time.
Prior to the first meeting you will be provided with a brief Client Profile. We ask that you complete and return this to us. This document along with a brief conversation that will be had with Tim prior to the meeting will set the scene for discussions.
1st Meeting
Whilst it’s obviously very important to understand the ‘facts and figures’ of your current situation, we will spend the majority of this meeting discussing your ‘Goals and Objectives’.
- What is really important to you and your family or business?
- What is it that you’re trying to achieve both now and into the future?
2nd Meeting
This meeting generally allows all parties to fine tune an understanding of each other, complete any further research required and outline potential strategies along with confirming the costs to proceed.
Presentation of Advice
If we provide you with any recommendations they will be provided to you in a detailed Statement of Advice. This will clearly detail the reasons for our recommendations and the benefits of proceeding.
You will have the opportunity to take this document home to review prior to proceeding if you wish.
Implementation
We will assist in and manage the process of implementing all recommendations that you agree to.
Review
Here at Realise Wealth Group we feel that an ongoing review of your position is an absolutely essential step in achieving your objectives. We complete formal Annual or Semi Annual reviews as part of our planning process.
Advice
We have found that clients we deal with generally fall into 4 major categories.
